See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,692 | $62,586-25.4% | $76,768-39.2% | $64,186-27.3% |
| Participation rate | 39.1% | 72.8%-33.7pp | 77.0%-37.8pp | 69.6%-30.4pp |
| Annual return | -6.89% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $799 | $1,832-56.4% | $2,485-67.8% | $2,381-66.4% |
| Participant deferral / active EE | $2,542 | $3,145-19.2% | $3,852-34.0% | $3,470-26.7% |
| Admin fee / account holder | $911 | $4,667-80.5% | $6,675-86.4% | $4,888-81.4% |